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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,575 | $57,057-4.4% | $85,009-35.8% | $80,874-32.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.58% | 21.66%-9.1pp | 66.47%-53.9pp | 35.62%-23.0pp |
| Employer contribution / active EE | $2,147 | $1,799+19.3% | $2,728-21.3% | $2,756-22.1% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $677 | $4,986-86.4% | $6,153-89.0% | $6,935-90.2% |